Thus the semiconductor market in 2021 is a fully baked cake. You can’t just swap some ingredients out in response to a one-off military invasion, and then keep trucking along. No, we’ll have to bake a whole new cake if TSMC goes bye-bye. And that will be painful for everyone, everywhere.
https://doxa.substack.com/p/why-a-chinese-invasion-of-taiwan
http://dlvr.it/Ry4Wsz
